Thanks for asking. I know those are popular, but not with me. Seen too many liquidity crises in my career. In prefer to have control over as much of the outcome as possible. I teach people to create their own customized buffer portfolio. That’s essentially how I started my career in the 1990s.
Using TBF for playing defense as you suggest in your Barchart.com article, how much defensive TBF would you hold in your bond ladder portfolio per $10K of bonds?
A bond maturing in 2032 is technically a 6-year bond. And next year it will be a 5-year bond. The purchase process depends on wheee your money is held and where the bonds are purchased. Schwab, IBKR, Fidelity, etc.
funny but I've really cut my stock and ETF portfolios down a lot in the past couple of weeks with this current melt-up and been trying to set me up a bond ladder approach using "generated assets" through Public.com. (great investing website), if you haven't checked them out.
Any thoughts on adding Buffers as a fixed income replacement such as BALT or Dual Directional ETFs?
Thanks for asking. I know those are popular, but not with me. Seen too many liquidity crises in my career. In prefer to have control over as much of the outcome as possible. I teach people to create their own customized buffer portfolio. That’s essentially how I started my career in the 1990s.
Thanks for sharing and guiding us. Is it possible to setup something close to the bond ladder but with bond ETFs instead of individual bonds?
Using TBF for playing defense as you suggest in your Barchart.com article, how much defensive TBF would you hold in your bond ladder portfolio per $10K of bonds?
Rob, I attended your Live Zoom call today. When building a Bond ladder, buying a 5 year now that matures in 2031 is clear;
What is the process for purchase of a 5 year bond now that will mature in 2032?
A bond maturing in 2032 is technically a 6-year bond. And next year it will be a 5-year bond. The purchase process depends on wheee your money is held and where the bonds are purchased. Schwab, IBKR, Fidelity, etc.
funny but I've really cut my stock and ETF portfolios down a lot in the past couple of weeks with this current melt-up and been trying to set me up a bond ladder approach using "generated assets" through Public.com. (great investing website), if you haven't checked them out.
and now they have "agents" that can help you out!!